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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,040 | $86,938-88.5% | $102,423-90.2% | $80,925-87.6% |
| Participation rate | 9.4% | 72.4%-63.0pp | 76.5%-67.1pp | 67.7%-58.3pp |
| Annual return | 8.36% | 18.89%-10.5pp | 29.42%-21.1pp | 35.65%-27.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $212 | $8,053-97.4% | $9,455-97.8% | $6,940-97.0% |